VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,821 hedge funds and large institutions have $70.6B invested in Vanguard Value ETF in 2022 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 794 increasing their positions, 521 reducing their positions, and 71 closing their positions.

Holders
1,821
Holders Change
+183
Holders Change %
+11.17%
% of All Funds
29.38%
Holding in Top 10
397
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+24.84%
% of All Funds
6.41%
New
290
Increased
794
Reduced
521
Closed
71
Calls
$47.7M
Puts
$15.4M
Net Calls
+$32.3M
Net Calls Change
-$7.88M

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$603M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.03B
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$572M
4
BlackRock
4
BlackRock
New York
$223M
5
AIA
5
Angeles Investment Advisors
California
$456M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$12.2B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$7.25B
3
AWA
3
Arete Wealth Advisors
Illinois
$3.76B
4
SVCF
4
Silicon Valley Community Foundation
California
$0
5
PFO
5
Pathstone Family Office
New Jersey
$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
101
Sumitomo Mitsui DS Asset Management
Japan
$73M -$2.95M -21,000 -4%
FWM
102
FFT Wealth Management
Pennsylvania
$72.9M +$534K +3,802 +0.7%
TNBTD
103
Trustmark National Bank Trust Department
Mississippi
$72.2M +$10.6M +75,318 +17%
Creative Planning
104
Creative Planning
Kansas
$71.2M +$3.43M +24,435 +5%
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$70.6M +$8.36M +59,568 +13%
BFPW
106
BOK Financial Private Wealth
Colorado
$70.2M -$16.5M -117,453 -19%
LP
107
LGL Partners
Pennsylvania
$70.2M +$516K +3,677 +0.7%
MIS
108
Morningstar Investment Services
Illinois
$70M -$912K -6,468 -1%
BRWA
109
B. Riley Wealth Advisors
Florida
$66.6M +$317K +2,255 +0.5%
FWM
110
Focused Wealth Management
New York
$66.5M +$943K +6,721 +1%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$66.1M +$14.6M +103,972 +28%
ZCA
112
Zeke Capital Advisors
Pennsylvania
$65.8M +$318K +2,265 +0.5%
IPW
113
Invictus Private Wealth
Colorado
$64.8M +$64.8M +461,521 New
FSWA
114
Financial Synergies Wealth Advisors
Texas
$63.8M +$976K +6,956 +2%
PW
115
Peninsula Wealth
California
$62.9M -$903K -6,435 -1%
Capstone Investment Advisors
116
Capstone Investment Advisors
New York
$61.2M +$17.1M +121,600 +39%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$59M +$9.84M +70,076 +20%
SFA
118
Sequoia Financial Advisors
Ohio
$58.2M +$10.1M +71,645 +21%
OPS
119
Orion Portfolio Solutions
Nebraska
$57.9M +$1.28M +9,104 +2%
CW
120
CreativeOne Wealth
Kansas
$56.4M -$778K -5,540 -1%
EW
121
Evoke Wealth
California
$56.1M +$2.3M +16,394 +4%
NFG
122
Nadler Financial Group
Illinois
$56M +$5.69M +40,515 +11%
BWM
123
Baystate Wealth Management
Massachusetts
$55.9M +$1.16M +8,275 +2%
HCC
124
Hirtle Callaghan & Co
Pennsylvania
$55.7M +$548K +3,902 +1%
S
125
SignatureFD
Georgia
$55.2M +$10.4M +73,824 +23%
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5
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